A breadth of services to serve a variety of needs

Planning And Investing To Help Preserve And Manage Your Wealth Through Retirement.

You can benefit from these core financial and planning services – each one developed from our independent perspective and backed by our customized, education-based process.

In addition, you experience our high level of personal service to keep you on track towards your financial, family, and retirement lifestyle goals. Our retirement and investment services include:

Comprehensive Financial Planning – designed to help you gain confidence in your own and your family’s financial future and put order into your financial life. Planning ahead can increase the chances that you will maintain your lifestyle through retirement.

Proactive Investment Management – we help you preserve and invest your retirement assets. For those who need income, we assist in creating the income streams planned to help support your lifestyle.

Risk Management and Insurance Review – Wealth brings with it risks that are often unforeseen. You get assistance in selecting investments, insurance products, and other suitable tools to mitigate these risks.

Social Security Planning – You may not realize how many vital decisions must be made around social security. We find this area of retirement planning is complex, and getting more so, especially if you want to maximize the benefits to you and your family.

Retirement Planning – This can be a once-in-a-lifetime activity requiring analysis, knowledge of your situation, and expertise to help you navigate many unknowns in your life and in the markets. We specialize in taking the pains out of this process for our clients.

Retirement Income Planning – Your retirement will likely last many decades. Our focus is planning for the income streams you will need over this time period while helping you maintain your lifestyle in retirement.

In addition to the expertise in our office, we tap into a network of local and national specialists who can help solve virtually any client challenge.

To get more information and request a no-obligation Wealth Review, please click here.

Our Approach

Complicated matters made simple. That is our ultimate goal, the mission that drives us. Bringing clarity and vision to all the financial decisions in your life is simply what we do.

Whether you’re focused on retiring on your own terms or leaving something behind for the next generation, we can help. Our sound, straightforward process leads to practical recommendations designed just for you.

To help you find the straightest line to achieving your goals, we offer an array of financial planning and investment services. So whatever phase of life you’re in – whatever complexities you may face – our experienced professionals are equipped to guide you through.

Services

Whether you are an individual with personal and family goals or the person charged with the financial goals of your organization, we are here to provide you with an array of financial and investment planning services essential to your success.

We will work hand-in-hand with you – and, if need be, your other professional advisors – to select the service that best suits your needs, then apply our investment insight and expertise to tailor the required service to your unique situation and with your specific goals in mind.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Knight Wealth Services is not a registered broker/dealer and is independent of Raymond James Financial Services.